Institutional Ownership Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV). We have compiled data on the 933 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
174,702
shares
|
$4.87 Million
1.71% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
174,473
shares
|
$4.87 Million
0.24% of portfolio
|
Q4 2024
Added 194.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
171,116
shares
|
$4.77 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
170,499
shares
|
$4.76 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
170,213
shares
|
$4.75 Million
1.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
169,645
shares
|
$4.73 Million
4.38% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
168,844
shares
|
$4.71 Million
0.22% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
166,593
shares
|
$4.65 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
162,796
shares
|
$4.54 Million
0.38% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
160,812
shares
|
$4.49 Million
3.16% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
160,000
shares
|
$4.46 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
159,555
shares
|
$4.45 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
158,858
shares
|
$4.43 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
157,064
shares
|
$4.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
153,795
shares
|
$4.29 Million
0.56% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
153,273
shares
|
$4.27 Million
2.61% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
149,929
shares
|
$4.18 Million
3.33% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
149,847
shares
|
$4.18 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
149,714
shares
|
$4.18 Million
0.71% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
147,609
shares
|
$4.12 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
146,727
shares
|
$4.09 Million
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
145,874
shares
|
$4.07 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
145,467
shares
|
$4.06 Million
1.37% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
145,323
shares
|
$4.05 Million
2.38% of portfolio
|
Q1 2025
Added 92.19%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
144,861
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|